Intellimas® Feature Highlights

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Multi-Level Grid

Eliminates redundant data
Better reflect one to many data relationships
Allows for business and planning hierarchies for different business functions
Provides header / detail approach for functions that need it

Data Entry & Copy/Paste

Input data across many items very quickly
Grid is set up for users who prefer the keyboard or mouse
Copy one cell or many cells at a time
Copy from spreadsheets
Copy from the clipboard

Rollups & Calculations

Configuration allows for a multitude of different calculations and functions
Formulas calculate before saving which allows for what-if’s
On screen rollups available at each level
Rollup functions include sums, averages, and weighted averages
Rollups are live and reflect filtered data

Batch Actions

Out of the box actions on many rows of data
Duplicate complete rows and related child rows
Delete complete rows with valid security
Allows for custom actions for specific business processes

Searching

Configurable search options
Search fields can be text, dropdowns, dates, numeric and more
Search field list can be dependent on values of other search fields
Searches can be saved by user or shared with groups
Compound searches help to pinpoint required data
Wild card searches available

Spreadsheet Features

Spreadsheet features give end users autonomy to design their own screens
Column pinning allows for better visibility of key data
Comprehensive filtering helps users better narrow down their data sets
Multi-column sorting enables users to have better visibility to their most critical elements first
Column and row sizing as well as column positioning lets the most important fields stand out for each user

Configuration

Create grid-based web apps that are built for speed
User defined field types include text, drop-downs, numeric, hyperlinks, images, dates, calculations and more
Multiple levels handle one to many relationships or a header/detail approach
Retrieve live data from enterprise systems and connect to user defined fields
Dynamic security is at the field level and is built for partner collaboration
Connect main entities to sub-entities for comprehensive processes

Views

Create many global views or end user views for each entity
Take multi-level entities and flatten them out for streamlined data entry
Create views with subsets of the entity fields for different business functions within the same entity
Configure header colors to represent different parts of the business process.

Exceptions & Alerts

Configurable exception searches help to zero in on problems

Exception views typically used to see upcoming or late items

Alerts configured for specific business scenarios that have to be acted on immediately

Alerts can be grouped and emailed to targeted users

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Retrieve Live Data

Retrieve master data from enterprise systems with SQL queries or web API’s

Connect live data with user defined fields for a full business process

Results immediately available to end user with the click of the search button

API’s or staging tables can be set up for enterprise systems that cannot handle direct access

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Reporting

Create unlimited reports from Intellimas® entities

Drag and drop reporting tool that can be used by administrators, power users, or programmers

Create listing reports, pivot reports, forms, presentation charts and more

Security based on user groups in Intellimas®

Output to PDF, Excel, HTML or CSV

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Excel Import & Export

Import from Excel for off line processes or when live data entry is not possible

Import matches field names and indicates where a mismatch occured

Export data on screen to csv which can open up in Excel

Export is WYSIWYG so it’s based on the filtered data and visible columns at the time of export

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